Artiklar tagged med: China

Electric Vehicles (EVs) tap into key megatrends
The world is changing at a rapid pace. Over the next decade, we expect five key megatrends to shape the framework in which we live. The marriage of two of these key megatrends – (1) technological innovation and (2) climate change builds the case for EV adoption. The reason for this is, the rise of EVs plugs the problem of rising global carbon emissions along with reaping the benefits of the rapid technological advancement.

After capitulating in 2017, agricultural prices are picking up momentum in 2018.
Industrial metals continue to outperform based on strong fundamentals.
The energy complex was a drag on commodity performance last month.
Silver prices to play catch up as fundamentals improve.

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Summary
While the S&P500, cryptocurrencies and bond prices fell last month, commodities posted gains. The S&P500 volatility index is now back to …

Strongman emerges out of China
The two-term limit on China’s president has been abolished. That paves the way for Xi Jinping, the sitting president and General Secretary of the Communist Party of China to become a strongman. While not so good for the country’s institutional framework, “more of the same” could bode well for commodity demand in the short to medium term.
As we wrote about in China Congress: The making of a strongman, Xi Jinping has been using the past few years to purge his competition. Partly under the ruse of …

Demand for metals remains well supported by a favourable macro-economic backdrop but China’s reform policy is expected to soften future metal demand.
The benefits of the weaker US dollar on higher commodity prices are outweighed by higher local currency input costs for producers in the mining sector.
Capex growth has turned positive for the first time in five years and the electric car revolution opens further avenues of …